NZ life insurance tax under review
22 August 2006
The NZ Government plans to review the country’s taxation rules for life insurance to give it greater parity with other financial products…
Life Insurance
Lack of synergies sees Tower split
15 August 2006
Combining two financial companies across the Tasman was never going to be easy…
Helmich steps aside in wake of AMP undertaking
08 August 2006
The Financial Planning Association – an organisation that has spent an enormous amount of time and effort promoting professionalism in the industry…
Clients must come first, says AMP boss
08 August 2006
The financial services industry is growing at a rapid rate and although mistakes will be made along the way the industry must focus on the needs of consumers…
Penn back at Axa after APRA scare
08 August 2006
Despite APRA trying to have Axa Asia Pacific Holdings executive Andy Penn disqualified from acting as a trustee, he is back in his old position at the company…
Zurich teaches advisers life skills
08 August 2006
Zurich Australia is offering practical “soft skills” training for advisers to assist in the discussion of sensitive issues with clients…
Mohl promises changes over conflicts
01 August 2006
AMP will review financial advice given to 7000 customers after ASIC disciplined Australia’s biggest superannuation fund manager over failure to manage conflicts of interest…
Call for parallel regulation
25 July 2006
Financial services professionals need to be much more aggressive and engaged with regulatory matters, according to the industry’s leading education body…
Planners push for recognition
25 July 2006
The media coverage of challenges faced by the financial planning industry is disproportionate to the extent of the profession, according to the Financial Planning Association…
Anti-money laundering draft pleases FPA
18 July 2006
The financial planning industry has welcomed the second draft of proposed laws against money laundering and terrorism finance – known as the Anti Money Laundering…
Fee disclosure ‘is not enough’
11 July 2006
The Australian Consumers’ Association has criticised the Investment and Financial Services Association and the Financial Planning Association over the conflicts of interest issue…
Insurers urged to support mentally ill
04 July 2006
The Investment and Financial Services Association and health bodies have renewed a memorandum of understanding that helps people with mental illness to get life and…
Study to examine planners’ ethics
04 July 2006
A new study is examining the professionalism and ethics of financial planners, and how they determine when an ethical dilemma is taking place…
New PI scheme attracts FPA and AFA
04 July 2006
The Professional Standards Council is anticipating the joining of the FPA and the Association of Financial Advisers to its new indemnity scheme for professional bodies to cap liability…
FPA issues new principles guidance
27 June 2006
Financial Planning Association members are preparing to comply with new principles to manage conflict of interest, and the association is ready to lend a hand where needed…
FPA awards leave category out
27 June 2006
The inaugural FPA Value of Advice Awards were presented last week…
Financial advice not just for the affluent
20 June 2006
Many financial planners think clients need to have $70,000 or more before seeking advice, but their association says it’s not the case…
How to cap PI: embrace professionalism
14 June 2006
The Federal Government is echoing a message it’s been pushing for years regarding the availability of affordable professional indemnity cover…
ASIC tips for choosing planners
06 June 2006
It’s no secret that ASIC has had its eye on financial advisers over the past few years, and its latest move to give people tips on how to choose a suitable adviser shows…
IFSA funds more income insurance research
06 June 2006
IFSA is funding more research through its underinsurance campaign, and this time the research is aimed at income protection insurance and its implications…